Table Design in Excel

I’m want to start using Excel Tables when building my spreadsheets. But first it’s instructive for me to explain how I think about “unofficial” tables or data tables as I like to call them. How I Think About Tables A data table is just a range of data, or a region of data that Excel …

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Migrating to Tables in Excel

My first epiphany with Excel was realizing how powerful it could be if you put all your data into data tables. Over the years Excel began to incorporate data tables. First in Excel 2003 as “Lists” then as official “Tables” in Excel 2007. (I’m not sure about the evolution in Excel for Mac versions.) The …

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Fat Fingers on the Space Bar – A Conditional Formatting Example

I had the distinct pleasure of helping a colleague this week, because he fat-fingered the space bar whilst entering data in a spreadsheet then couldn’t figure out why there were #VALUE! errors on the Pivot Report. I used some conditional formatting to solve the problem and save the day. But to be fair, data entry …

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Use Formula Auditing to Help Explain Formulas Excel

When you need to present a complicated spreadsheet, the Formula Auditing feature in Excel visually helps to explain formula relationships. You can easily trace formula precedents or dependents. Think of precedents as “what comes before” or the inputs to a formula. If you need to show a formula precedent select a cell with a formula, …

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Sorting with Custom Lists in Excel

Every once in a while I come across a sorting problem where a column of data needs to be sorted in a manner not consistent with ascending or descending order. Thankfully, Excel allows the sort order to come from a Custom List. As an example I have some data with Date, Name, and Type as …

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Open File As Read Only in Excel

To discourage users from making any changes to a macro file you can have the file recommend Read-Only when it’s opened. To show this pop-up box when the file opens: Choose File > Save As Select Tools > General Options (on the Save As dialog box) Check the box for Read-only recommended Click OK Name …

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Sorting Columns From Left To Right in Excel Causes Problems

You may never have the opportunity to Sort columns of data from Left to Right, but beware of some apparent problems. A reader mentioned that when sorting from left to right the column width’s don’t change. I also found that formulas can be affected and for me that’s more problematic. I was asked if Excel …

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Sorting Columns Left to Right in Excel

Once upon a time I had a master worksheet with data in predefined columns that was used for uploading data into a legacy system. Users would submit data in worksheets they developed, but oftentimes their columns didn’t always match that of the master worksheet. So I used a little known option in the Sort feature …

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